Cause IQ vendor profile

Capital Group Retirement Plan Services


Capital Group Retirement Plan Services is a firm that provides investment management, administrative support, fiduciary trustee, commercial bank, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most Capital Group Retirement Plan Services clients are outpatient health care practitioners and facilities with revenues ranging from $14 million to $102 million.

Primary location:
Irvine, CA
Clients in:
TX, CA
Identified clients:
70
Avg client size:
$45 mil revenue
Median client size:
$24 mil revenue

Capital Group Retirement Plan Services client list

  Name Type Location
1 Global Refuge (LIRS) 501(c)(3) Baltimore, MD
2 America Votes 501(c)(4) Washington, DC
3 Gay and Lesbian Alliance Against Defamation (GLAAD) 501(c)(3) New York, NY
4 Growing Up Green Charter Schools 501(c)(3) Jamaica, NY
5 Stephen Gaynor School 501(c)(3) New York, NY
6 Coney Island Preparatory Public Charter School 501(c)(3) Brooklyn, NY
7 Hollenbeck Palms 501(c)(3) Los Angeles, CA
8 Democracy Prep Public Schools 501(c)(3) New York, NY
9 Child Development Associates 501(c)(3) Bonita, CA
10 Community Health Center of Snohomish County (CHC) 501(c)(3) Everett, WA
... and 60 more Capital Group Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ

Capital Group Retirement Plan Services competitors

Competitors to Capital Group Retirement Plan Services in the nonprofit sector include Benefit Plans Admin Services, Inc., Oneamerica Retirement Services LLC, Capfinancial Partners, LLC, Paychex, Inc., US Bank, Voya Retirement Insurance and Annuity Co., Minnesota Life Insurance Company, Well and Good LLC, PNC Bank, and Metlife Insurance Company.

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